Client Relationship Manager

Location: Willows, CA or Auburn, CA

The Client Relationship Manager will be responsible for building, and collaborating with Loan Officers in building, and maintaining long-term business relationships with First Northern Bank clients. This role will focus on understanding the client’s needs and developing strategic and innovative ways to meet them. The CRM will also be responsible for ensuring client satisfaction with our products and services. The incumbent also acts as a liaison between clients and the Bank, advocating for the client while ensuring alignment with our business goals.

Primary Responsibilities

• Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships
• Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they’re deriving value from our offerings, all in a timely and professional manner
• Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients
• Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank
• Collaborate with internal partners as needed to gain insights and information for proposal development
• Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship
• Facilitate the closure of deals, ensuring all parties are aligned on terms
• Monitor and analyze client performance metrics to track success and identify opportunities for improvement
• Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank
• Develop and execute strategies to retain clients, expand their engagement and drive revenue growth
• Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
• Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients
• Comply with all applicable Banking compliance rules and regulations established by both internal departments and external agencies
• All other duties as assigned

Education and/or Experience:

• Bachelor’s degree in business, marketing or related field, or equivalent experience (8 years) required
• 5+ years of experience as a Client Relationship Manager or similar role required
• Proficiency using Profit Intel or similar CRM system preferred

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.